Frederick Ortiz at Fortis Financial

Fortis Financial is a London based Financial Planning practice focused on delivering the best outcomes for both private and corporate clients in the most timely and cost-effective way. We are a solutions-based organisation and will work with you to achieve your goals, whatever they may be.

Fortis Financial was set up in 2009 primarily as a boutique, high end mortgage brokerage and has developed over the years into what it is today – a full service, holistic and long-term focused financial planning business. Whether our clients are looking to build their assets, be as tax efficient as possible or protect their family finances we will meet with clients, understand those needs and create a long-term plan. We have a deep focus on building on-going relationships with clients to help them navigate their way through changes in the economic markets, political landscapes and most importantly in their personal lives.

(The value of pensions and investments (and the income they produce) can fall as well as rise. You may get back less than you invested.)

(Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.)